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Financial Education & News

Myth-Busting with Momentum: How to Pursue the Premium

Myth-Busting with Momentum: How to Pursue the Premium

Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing ...

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CAPE Fear: Should Investors Be Concerned With Market Valuations?

Investors often look for signals indicating whether it’s a good time to get into or out of the market. Market valuation measures, such as the cyclically adjusted price-to-earnings (CAPE) ratio1 of Campbell and Shiller (1998), are frequently ...

​Read More
When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

KEY TAKEAWAYS Separately managed accounts (SMAs) allow investors to customize their portfolios to meet unique goals and preferences. As portfolios become more personalized, they are likely to deviate more from the starting strategy. A forecast of ...

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Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More
The Ever Changing World Goes On

The Ever Changing World Goes On

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an ...

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Will Inflation Hurt Stock Returns? Not Necessarily.

Will Inflation Hurt Stock Returns? Not Necessarily.

Investors may wonder whether stock returns will suffer if inflation keeps rising. Here’s some good news: Inflation isn’t necessarily bad news for stocks. A look at equity performance in the past three decades does not show ...

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Tuning Out the Noise

  For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from ...

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Tax-Wise Investment Techniques

In our previous post “Tax Planning in Turbulent Times”, we introduced some of the tools of the tax-planning trade. These include tax-sheltered accounts for saving toward retirement, healthcare, and education, as well as tax-efficient tools for ...

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When Everything Screams Inflation

When Everything Screams Inflation

How quickly things change. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an ...

​Read More

Investment Advice

Myth-Busting with Momentum: How to Pursue the Premium

Myth-Busting with Momentum: How to Pursue the Premium

Nearly 30 years after its formal discovery,1 the appeal of stock price momentum2 remains in the eye of the beholder. Some see its outsize historical premium, 9.1% per year in the US,3 as validation for investing ...

​Read More

CAPE Fear: Should Investors Be Concerned With Market Valuations?

Investors often look for signals indicating whether it’s a good time to get into or out of the market. Market valuation measures, such as the cyclically adjusted price-to-earnings (CAPE) ratio1 of Campbell and Shiller (1998), are frequently ...

​Read More
When It Comes to SMAs, How Do You Measure the Impact of Personalization?

When It Comes to SMAs, How Do You Measure the Impact of Personalization?

KEY TAKEAWAYS Separately managed accounts (SMAs) allow investors to customize their portfolios to meet unique goals and preferences. As portfolios become more personalized, they are likely to deviate more from the starting strategy. A forecast of ...

​Read More
Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More
The Ever Changing World Goes On

The Ever Changing World Goes On

Sixty years after imagining the project, and after both had passed away, why did the famed artist couple Christo and Jeanne-Claude wrap L’Arc de Triomphe in Paris in silvery-blue fabric and red rope (which became an ...

​Read More
All-Time-High Anxiety

All-Time-High Anxiety

KEY TAKEAWAYS Financial journalists periodically stoke investors’ record-high anxiety by suggesting the laws of physics apply to financial markets—that what goes up must come down. But shares are not heavy objects kept aloft through strenuous effort. ...

​Read More

Tuning Out the Noise

  For investors, it can be easy to feel overwhelmed by the relentless stream of news about markets. Being bombarded with data and headlines presented as affecting your financial well-being can evoke strong emotional responses from ...

​Read More
Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Which Country Will Outperform? Here’s Why It Shouldn’t Matter.

Investment opportunities exist all around the globe, but the randomness of global stock returns makes it exceedingly difficult to figure out which markets are likely to be outperformers. How should investors deal with this kind of ...

​Read More
When Everything Screams Inflation

When Everything Screams Inflation

How quickly things change. Two years ago, the New York Times reported, “Federal Reserve officials are increasingly worried that inflation is too low and could leave the central bank with less room to maneuver in an ...

​Read More

Retirement Advice

Reading Fed Tea Leaves? Watch Market Prices Instead

Reading Fed Tea Leaves? Watch Market Prices Instead

Fed watching is once again one of the markets’ favorite pastimes. Fed officials continue to signal that they would favor tapering of bond purchases in 2021, in line with recent announcements from the European Central Bank. ...

​Read More

Swing in Small Value Stocks Shows Benefits of Staying the Course

Value stocks, or those with low relative prices, have outperformed higher-priced growth stocks in the US over the long term. Similarly, the stocks of smaller companies have fared better than the stocks of bigger ones in ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 2)

Part 2: What We Can Do About It In our last piece, we covered the recent uptick in inflation, and what to make of it in historical context. For investors, it’s important to take a step ...

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Is Inflation Haunting Your Financial Dreams?

Is Inflation Haunting Your Financial Dreams? (Part 1)

Part 1: What We Know Has the specter of inflation got you spooked? Recent headlines are filled with sightings. In this two-part series, let’s take a closer look at what to make of all the commentary, ...

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Don’t Let A Market Timer Gamble with Your Life Savings

Don’t Let A Market Timer Gamble with Your Life Savings

The past 12 months have taught us many lessons and reinforced a few timeless principles, one of which is the difficulty of making accurate forecasts. The headlines below should serve as a reminder of the importance ...

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Cropped shot of a mature couple going through their paperwork together at home

Tax Planning In Retirement

There is one major tax-planning principle that changes in retirement that is often overlooked by retirees and their advisors alike, which results in paying more taxes than necessary. Entering retirement, rather than emphasizing stocks in your ...

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Divorce & Women's Wealth

Financial Anxiety

10 Steps to Easing Financial Anxiety During Major Life Changes

Life happens and, sometimes, it can be incredibly worrisome from a financial standpoint. You’ve struggled through a divorce. Perhaps you’ve faced a life-threatening illness. And, you look at your bank account and wonder. What is going ...

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Divorce and Social Security Benefits

Even if your ex-spouse has not applied for benefits, you may qualify to collect spousal Social Security payments based on his or her earnings record. When looking at divorce and Social Security remember, the end of ...

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